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Abigail Updike Skipper

Ranch Capital Advisors Inc.

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About Abigail Updike Skipper

Abigail Skipper is an investment advisor representative at Ranch Capital Advisors Inc. Abigail has been in the financial industry for over 20 years, and has experience in various financial institutions. Abigail is registered with the Securities and Exchange Commission and is a member of the Financial Industry Regulatory Authority. Abigail holds Series 6, 7, 63 and 65 licenses. Abigail is dedicated to providing her clients with personalized financial advice and investment management services. Abigail is committed to helping her clients achieve their financial goals. Abigail is also the owner of Grand Central Stables, a horse boarding facility located in Babson Park, Florida.

Firm Information

Abigail Skipper is currently registered with Ranch Capital Advisors Inc.. Ranch Capital Advisors Inc. is a registered investment advisor headquartered in SARASOTA, FL. The firm manages approximately $277,862,049 in assets for 1,043 clients, including high-net-worth individuals and other individuals. Services include financial planning, portfolio management for individuals, and advisory consulting.
Ranch Capital Advisors Inc.

4910 LAKEWOOD RANCH BLVD

SARASOTA, FL 34240

$277.86M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory consulting

Advisory consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial coaching service

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Abigail Skipper’s Registration & Firm History

FL

11/03/2023 - Present

Ranch Capital Advisors Inc. (SARASOTA FL)

FL

04/18/2000 - 03/22/2001

JAMES I. BLACK & COMPANY (LAKELAND FL)

NC

10/26/1999 - 02/22/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 11/15/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/28/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/13/2000

Series 7 - General Securities Representative Examination

BC

Issued 10/25/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Abigail Updike Skipper.
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